Uday

In a default consumptive state | Early stage investor | Co-founder and Lead at 1406 Park Lane Partners

[Uday @u_plus_k]

You would think Friday would be a celebration. Of capitalism. Of science. Of what is still possible when people commit to a hard problem for two decades.

It wasn't. The dominant story we picked was "trillionaire bad."

[Uday @u_plus_k]

The story we tell on days like Friday determines who tries the next absurdly hard thing. The people we celebrate are the people others decide to become.

https://t.co/Prw8DrMLiH

[Uday @u_plus_k]

You would think Friday would be a celebration. Of capitalism. Of science. Of what is still possible when people commit to a hard problem for two decades.

It wasn't. The dominant story we picked was "trillionaire bad."

[Elon Musk @elonmusk]

@iam_smx *trillioniare

[Uday @u_plus_k]

@Bouje99 @BoringBiz_ Their content targeting and relevance has improved quite a bit though. Reels continues to get better. Now bigger than Netflix alone. Blows my mind

[Uday @u_plus_k]

@SleepwellCap Felicidades Francisco!! Day 1 mentality 🤝 have enjoyed following you on here and am rooting for your success.

[Uday @u_plus_k]

@charliebilello @readwise save

[Uday @u_plus_k]

@shivamino Clearly player power has taken over the dressing room. Dissenting in public against your manager shows weakness, not strength. Modern day football at its worst. As a United fan, seen a lot of this over time and trust me you do not need this at your club

[Uday @u_plus_k]

@DrewCohenMoney TPUs finally allowing them more pricing flexibility and operating leverage?

[Uday @u_plus_k]

@AdamDraper How can I get in touch to share a couple of pitch decks with you?

[Uday @u_plus_k]

@tanayj @juliey4 Linkedin posts, and most of the comments section. Its a disgrace

[Uday @u_plus_k]

@BigJohn043 LPs don't know you're saying? Its prob a reflection of where the NAV or marks should actually be

[Uday @u_plus_k]

@TSOH_Investing "Years of efficiency"

[Mark Goldbridge @markgoldbridge]

Best bit of journalism I've read around Man Utd in years https://t.co/7TM9Dv8GQ7

[Uday @u_plus_k]

@colejaczko Cringe galore mate. All this lifestyle stuff is fine but this? You're better than that mate

[Uday @u_plus_k]

@PabloFedez Sí, pero llegamos a la escala que necesitan? Más probable si es un mercado europeo más unificado

[Uday @u_plus_k]

@KoyfinCharts @TorrasLuis Simple, but never easy.

[Uday @u_plus_k]

@RihardJarc NVDA being hyperscaler/cloud agnostic has deeper moats. A TPU business that is not vertically integrated will fail as a standalone.
NVDA mentions Gemini 3 was also trained on Blackwell, so not sure aout that claim either. And What about CUDA then? Did you consider it?